Cary Street Partners Investment Advisory LLC Ishares Core S&P U.S Growth Et Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$78.88 - $88.47 $26,188 - $29,372	332 New	332 $27,000

Others Institutions Holding IUSG

# of Institutions

726

Shares Held

113M

Call Options Held

3.9K

Put Options Held

3.1K

Bank Of America Corp Charlotte, NC

38M
Shares

$5.28 Billion
0.43% of portfolio
Lpl Financial LLC Fort Mill, SC

14.9M
Shares

$2.06 Billion
0.9% of portfolio
Morgan Stanley New York, NY

12.9M
Shares

$1.78 Billion
0.13% of portfolio
Jones Financial Companies Lllp

6.85M
Shares

$950 Million
1.01% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$300 Million
0.09% of portfolio

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